Cfg Retirement

Assured Retirement Financial Group, Inc., operating as CFG Retirement, was established in 2015 by Vincent L. Oldre, a Certified Financial Planner. The firm specializes in asset management services, offering discretionary management through sub-advisors and co-advisors. Clients receive customized portfolio recommendations based on their investment needs and risk tolerance. CFG Retirement does not manage accounts outside of these arrangements. The firm charges an annual advisory fee based on total assets under management, with fees ranging from 1.20% to 0.30%. There is no minimum account size required to open an account. Investment strategies include fundamental analysis, cyclical analysis, and Modern Portfolio Theory. CFG Retirement does not receive compensation for the sale of securities to clients and does not engage in performance-based fees. The firm primarily serves individuals and high net worth individuals. Vincent Oldre also engages in insurance and marketing activities, with a portion of his time dedicated to these endeavors. CFG Retirement does not have any disciplinary actions on record and does not vote proxies on client securities. Clients' assets are held at qualified custodians, and the firm accepts discretionary authority for trading on behalf of clients. Vincent Oldre receives additional compensation as an insurance agent and through a marketing agreement with CreativeOne, LLC. He is responsible for supervision and compliance at the firm. For more information, visit www.cfgretirement.com.